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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2826	PCR Potrero Capital Research San Francisco, California	$831K	-$5.31M	1	0.78%	Reduced
2827	VCP Vista Capital Partners Portland, Oregon	$827K	$0	1	0.21%	Maintained
2828	DM Diker Management New York	$819K	$0	1	0.36%	Maintained
2829	Flow Traders U.S. New York	$816K	+$26.6K	1	0.06%	Increased
2830	SCG Sonata Capital Group Seattle, Washington	$812K	+$3.58K	2	0.61%	Increased
2831	KAS Kemnay Advisory Services New York	$808K	+$773K	1	0.47%	New
2832	FBA Front Barnett Associates Chicago, Illinois	$803K	-$11.1K	1	0.15%	Reduced
2833	FAG Financial Advisory Group Houston, Texas	$801K	-$204K	1	0.27%	Reduced
2834	Merriman Wealth Management Seattle, Washington	$800K	+$338K	2	0.22%	Increased
2835	BOS Bingham Osborn & Scarborough San Francisco, California	$790K	-$16.5K	2	0.08%	Reduced
2836	CCM Coe Capital Management Highland Park, Illinois	$783K	+$85.1K	1	0.89%	Increased
2837	CCG Chatham Capital Group Savannah, Georgia	$780K	-$7.16K	2	0.22%	Reduced
2838	Simon Quick Advisors Morristown, New Jersey	$779K	-$512K	7	0.44%	Reduced
2839	TFF The Family Firm Bethesda, Maryland	$777K	+$124K	2	0.34%	Increased
2840	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$775K	-$52.4K	2	0.66%	Reduced
2841	LCM Lucas Capital Management Red Bank, New Jersey	$769K	+$233K	2	0.56%	Increased
2842	PIM Partner Investment Management San Francisco, California	$768K	-$2.39M	2	1.03%	Reduced
2843	DDC Daniel Devine & Co Parkland, Florida	$767K	-$28.4K	1	0.63%	Reduced
2844	PSC Prentiss Smith & Co Brattleboro, Vermont	$767K	-$101K	6	0.4%	Reduced
2845	GS Girard Securities San Diego, California	$758K	+$58.9K	2	0.57%	Increased
2846	SA SRH Advisors Salina, Kansas	$758K	$0	5	3.61%	Maintained
2847	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$756K	+$404K	2	0.37%	Increased
2848	B Bellecapital Zurich, Switzerland	$747K	-$188K	2	0.65%	Reduced
2849	KAM Kazazian Asset Management Fort Lauderdale, Florida	$747K	-$251K	1	1.13%	Reduced
2850	TCB Texas Capital Bancshares Dallas, Texas	$747K	+$762K	2	1.69%	New